JPLA
Joseph P. Lucia & Associates’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-227
| Closed | -$12K | – | 451 |
|
|
2022
Q2 | $12K | Hold |
227
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $14K | Buy |
+227
| New | +$14K | 0.01% | 300 |
|
|
2021
Q4 | – | Sell |
-467
| Closed | -$34K | – | 564 |
|
|
2021
Q3 | $34K | Hold |
467
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $34K | Hold |
467
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $33K | Hold |
467
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $27K | Buy |
+467
| New | +$27K | 0.02% | 242 |
|
|
2020
Q3 | – | Sell |
-245
| Closed | -$11K | – | 470 |
|
|
2020
Q2 | $11K | Hold |
245
| – | – | 0.01% | 308 |
|
|
2020
Q1 | $7K | Hold |
245
| – | – | 0.01% | 320 |
|
|
2019
Q4 | $11K | Hold |
245
| – | – | 0.01% | 309 |
|
|
2019
Q3 | $11K | Hold |
245
| – | – | 0.01% | 312 |
|
|
2019
Q2 | $10K | Sell |
245
-9,650
| -98% | -$394K | 0.01% | 310 |
|
|
2019
Q1 | $245 | Buy |
+9,895
| New | +$245 | 0.02% | 208 |
|